Remote Client Relations & Support Specialist

Assetara Limited; Liverpool; Sur place; GBP 26 000 - 36 000; Plein temps

Résumé du poste

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and high-quality service while strictly adhering to compliance rules. It does not involve acting as a broker or giving investment advice.

Qualifications

• Client-facing communication skills with a professional, concierge-level approach.
• Experience or understanding of CRM data entry and note keeping.
• Ability to work remotely with strong time management and discipline.
• Familiarity with compliance requirements and data protection practices.

Responsabilités

• Serve as primary point of contact for clients within Assetara workspace and approved tools.
• Provide concierge-level client support and help clients navigate the platform.

Connaissances

Client communication

CRM administration

Remote work discipline

Time management

Compliance awareness

Outils

CRM system

Description du poste

Assetara Limited is seeking a Client Relationship & Support Specialist to join our team remotely via the Assetara platform. You will be the primary point of contact for clients, delivering concierge-level account assistance and ensuring smooth platform navigation.

This role focuses on client communication, CRM administration, and high-quality service while strictly adhering to compliance rules. It does not involve acting as a broker or giving investment advice.